Introduction
Your instructor. You guys.
How to access Chiral Cloud. What is in Chiral Cloud today? What will be in Chiral Cloud when it goes live.
Training Sessions
Session 1
General introduction
What is the role of the practice manager within Chiral Cloud?
What is the difference between housekeeping and preferences?
What are user capabilities?
What are template notes?
What are system and patient templates?
House Keeping
Titles are simple, standard plus gathered from imported data.
Treatment Codes, not so simple. Standard set supplied. Add & Edit. NHS Codes, Colour etc.
Cost Centers
Treatment Favourites. Add & Edit.
Diary Types, Add & Edit.
Patient Journey Stages. Add & Edit. Action and recall settings.
Cancellation Reasons. Add & Edit. Who cancelled? Can I charge for cancellations?
Diary Schedules. Inactives and Adhocs. Schedules. Open start, open end. Hours based on practice opening hours. Four-week cycle, set lunch, copy last week. Holidays.
Medical conditions and history form.
Occupations.
Assessment Category Forms.
Preferences
Practice Details. The basics. Portal and Tablet details.
Practice opening Hours
Diary Settings, Appointment colour scheme. Diary printout format. Search limit.
Diary Colour Selection. Just select the user and set the colour. Used with appointment colour scheme.
Email settings, standard.
Esendex. Setup the account with them and enter the details here. Don’t forget to update password!
Practice Locations.
NHS Registrations.
Recalls and Reminders. Who gets what when.
Reports / Email / SMS. The content for recalls and reminders.
User Capabilities
Users, Capabilities and Roles. Set and clear individually or Set All and Clear All.
Template Notes
What they are and where they appear. Categories coming soon.
System and Patient Templates
Where they appear when editing. Autosaved but close to confirm. The help page for these templates is in the help section here.
Where these templates appear and are used.